Independent Advisors

Be fiercely independent and fully supported.

See the Cetera Difference

Learn how a personalized approach can help empower growth on your terms.

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Dream bigger

Enjoy independence without limits. Whether you’re a solo shop, team, ensemble, or super OSJ, you’ll get the exact support you need when you decide it’s needed so you can manage and scale your business with ease.

Colleagues collaborating at a meeting

Holistic support for your every ambition

Benefit from customized in-office support from your onboarding and through all phases of growth. Your dedicated Regional Growth Team will provide deep daily support for your individual needs—so you can excel at the hard tasks with a lot less hard work.

Go RIA—and let us do the heavy lifting

Higher payout. Greater valuation. Full control. RIA Blueprint gives you all the benefits of owning your own RIA—without the weight of creating your own tech, compliance, and operations systems. Flexible affiliation options grow with you as your business evolves.

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BISA Technology Award

A proven commitment to innovation

13 BISA Technology & Innovation Awards and counting. Cetera leads the industry in building solutions that don't just keep up with the future of advice. They define it.
Advanced Time Segmentation is just one example of technology purpose-built to elevate how advisors work and deliver outcomes clients remember.

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Don’t just take our word for it…

"Cetera is about growth! If you can't grow here, you can't grow anywhere."

Anthony Fauci

Anthony Fauci

Guided Professional Solutions, LLC

"Cetera has developed channels and platforms for any type of business you do. Whatever you are looking for, you should be able to find it at Cetera."

Harlan Fischer

Harlan Fischer

Branch Financial Services, Inc.

"After 31 years in this industry, Cetera is the only firm I've seen that treats every single advisor with 'white glove' service."

John Veirup

John Veirup

Cetera Investors

"Cetera is about growth! If you can't grow here, you can't grow anywhere."

Anthony Fauci

Anthony Fauci

Guided Professional Solutions, LLC

"Cetera has developed channels and platforms for any type of business you do. Whatever you are looking for, you should be able to find it at Cetera."

Harlan Fischer

Harlan Fischer

Branch Financial Services, Inc.

"After 31 years in this industry, Cetera is the only firm I've seen that treats every single advisor with 'white glove' service."

John Veirup

John Veirup

Cetera Investors

Choice and flexibility—we expect you to expect nothing less

That’s why we give you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.

Find Your Fit

Tools and teams that fuel your entrepreneurial spirit

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Tech to manage, and attract, business
Discover AdviceWorks

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

Marketing as easy as point and click
Discover Marketing Services

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Find your growth levers
Discover Growth360

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Tech to manage, and attract, business
Discover AdviceWorks

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

Marketing as easy as point and click
Discover Marketing Services

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Find your growth levers
Discover Growth360
See All Solutions

This Is More Than a Deal—It’s a Launching Pad.

We respect your business—and we pay on AUM.

Get Your Custom Offer for a Custom Fit

*This is a sample offer and is for illustrative purposes only. All offers are subject to a complete submission of all requested documentation and based upon a cost benefit analysis. All potential offers/payouts are subject to change and determined based on a variety of factors, including but not limited to, the mix of a business.

The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial industry’s products, services, and platforms through technology innovation. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.